Earlier quoted context omitted.
And displays and Flash. I recall at one point Samsung made 40% of the world's Flash memory.
Samsung doesn't make the iPhone or iPad display; LG does. There may at this point be others; certainly, people have noticed minor performance differences in some newer iPhone 4 displays.
I don't know the details of if the deal broke last minute, but that's what I'd read.
UPDATE: More here -- http://www.slashgear.com/lg-and-samsung-ipad-screen-shipment...